CFO Advisory & Outsourcing - Partner

KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

We are seeking our next Partner to lead our CFO Advisory & Outsourcing practice.

The CFO Advisory & Outsourcing practice is a cornerstone of the firm’s growth strategy. This group provides scalable finance solutions to privately held and middle-market businesses, spanning outsourced bookkeeping, controllership, and CFO advisory, as well as transaction readiness, succession planning, and value growth initiatives. Clients span a wide range of industries, including manufacturing and distribution, technology, professional services, hospitality, life science, construction and related industries, as well as non-profit organizations.

Position Responsibilities:

Strategic Leadership & Practice Growth:

• Lead the Outsourcing and Strategic CFO Services practice, establishing vision, strategy, and growth objectives aligned with firm goals.
• Drive expansion of the practice through new client acquisition, market positioning, and development of referral networks.
• Identify emerging market opportunities and service offerings to support continued growth and scalability.
• Represent the firm externally through professional networking, speaking engagements, and thought leadership initiatives.

Business Development & Relationship Management:

• Generate new business through personal and firm relationships, targeted prospecting, and collaboration with internal service lines.
• Build and maintain strategic referral relationships with commercial and investment bankers, attorneys, private equity firms, and wealth managers.
• Participate in proposal development, pricing, and client presentations to secure new engagements.
• Strengthen the firm’s marketplace presence within the outsourced accounting, CFO advisory, and consulting ecosystems.

Client Advisory & Engagement Delivery

• Serve as a trusted advisor and fractional CFO to privately held and growth-oriented businesses.
• Advise business owners and boards on financial strategy, value creation, succession planning, and governance matters.
• Oversee delivery of outsourced solutions ranging from staff augmentation to full CFO-level leadership.
• Guide clients through finance transformation initiatives, including process optimization, automation, and technology adoption.

Practice Management & Team Leadership

• Build, mentor, and lead a high-performing team of consultants and outsourced professionals.
• Ensure consistent, high-quality client service through standardized delivery models, best practices, and performance oversight.
• Implement scalable workflows, tools, and processes to improve efficiency, profitability, and client outcomes.
• Support recruiting, onboarding, performance management, and professional development within the practice.

Firm Collaboration & Leadership

• Collaborate with audit, tax, and advisory teams to deliver integrated, cross-functional client solutions.
• Contribute to firm leadership initiatives, strategic planning, and growth efforts.
• Promote a collaborative, entrepreneurial culture that aligns with the firm’s values and long-term vision.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.

Position Qualifications:

• 13-15+ years of progressive accounting, finance, or advisory experience, with at least 5 years in a leadership or partner-level role.
• Demonstrated success in business development within professional services.
• Hands-on experience as a fractional CFO, Controller, or senior finance leader for privately held or mid-market companies.
• Strong background in M&A advisory, succession planning, restructuring, and value growth strategies.
• Proven leadership experience in building and scaling practices, teams, and client portfolios.
• Industry experience in manufacturing, technology, distribution, hospitality, or related fields noted above strongly preferred.
• CPA preferred, MBA, or other advanced credential highly desirable.

This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons.

Pay Range:

The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.

$190,000.00 - $230,000.00

Benefits:

KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement.

Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today!

KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.